> ## Documentation Index
> Fetch the complete documentation index at: https://help.eazybe.com/llms.txt
> Use this file to discover all available pages before exploring further.

# User Profile

> Learn how to use the User Profile section to manage contacts, follow-ups, tasks, and notes in EazyBe's WhatsApp CRM.

The right-side bar contains a **User Profile** button that provides access to four key sections for managing your WhatsApp contacts.

## User Profile Section

<Steps>
  <Step title="Access User Profile">
    Click on the **Edit icon** beside the contact name to access the profile section.
  </Step>

  <Step title="Edit Contact Details">
    In the User Profile section, you can:

    * Add or edit the **contact name**
    * Assign a **priority level** to the contact
    * Enter the contact's **email address**
    * Add **custom properties** with specified property types
  </Step>

  <Step title="Save to Phone">
    Use the **Save Contact to Phone** option to add the contact directly to your device.
  </Step>

  <Step title="Save Profile">
    Click **Save** to preserve all profile details.
  </Step>
</Steps>

## Follow-up Section

Keep track of important conversations with follow-up reminders.

<Steps>
  <Step title="Create Follow-up">
    Write follow-up notes to track your conversations with contacts.
  </Step>

  <Step title="Set Reminder">
    Set a **Follow-up Reminder** to receive notifications at the specified time.
  </Step>

  <Step title="View Follow-ups">
    Created follow-ups will appear in the **Tasks section** for easy management.
  </Step>

  <Step title="Configure Alerts">
    Add notification and audio alerts to ensure you never miss a follow-up.
  </Step>
</Steps>

## Tasks Section

Manage all your tasks and follow-ups in one place.

<Steps>
  <Step title="View Existing Tasks">
    The Tasks section contains all follow-up notes created for your contacts.
  </Step>

  <Step title="Create New Task">
    Click the **Add a new task** button to create a new task.
  </Step>

  <Step title="Configure Task Details">
    Input the following task details:

    * **Task description**
    * **Due date**
    * **Priority level**
    * **Status**
    * **Assignee**
  </Step>

  <Step title="View Completed Tasks">
    Completed tasks are displayed in a collapsible dropdown for easy reference.
  </Step>
</Steps>

## Docs Section

Keep detailed notes about your WhatsApp conversations.

<Steps>
  <Step title="Write Notes">
    Type conversation notes to document important details about your WhatsApp contacts.
  </Step>

  <Step title="Save Documentation">
    Click the **Save** button to preserve your notes.
  </Step>
</Steps>

<Tip>
  Use custom properties to track information specific to your business needs, such as customer preferences, purchase history, or conversation topics.
</Tip>

## Need Help?

If you have any questions or need further assistance, feel free to reach out to us at [hey@eazybe.com](mailto:hey@eazybe.com). We're happy to help!